2023 Form 5500 filing — Rogerson Communities Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015125852NAL0016441571001) for Rogerson Communities Retirement Savings Plan, reported by Rogerson Communities under EIN 04-2104319 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.9MReported net assets$9,904,332

Participants317

Provider compensation$29.4K4 Schedule C row(s)$29,357

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015125852NAL0016441571001
Plan sponsor: Rogerson Communities
EIN: 04-2104319
Plan number: 001
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets

Net assets$9.9MLiabilities$12.2K

Money in vs. money out

Total income / additions$2.7M

Total expenses$2M

Benefits paid / distributions$2M

Contributions

Employer$371.3K

Participant$732.9K

Full reported line items

Total assets (EOY): $9,916,508
Total liabilities (EOY): $12,176
Net assets (EOY): $9,904,332
Employer contributions: $371,294
Participant contributions: $732,949
Total income / additions: $2,668,847
Benefits paid: $1,964,830
Administrative expenses: $12,121
Total expenses: $1,976,951
Net increase / (decrease): $691,896

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Cetera Advisor Networks LLC$12.9K
INVESTMENT ADVISOR · Direct $0 · Indirect $12.9K
2
Freeman Retiremtent Plan Cons$10K
TPA ADMINISTRATOR · Direct $5.7K · Indirect $4.3K
3
Principal Life Insurance Company$6.5K
CONRACT ADMINISTRATOR · Direct $6.5K · Indirect $0
4
Wilshire Associates Inc$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125852NAL0016441571001 cover?: It is the 2023 Form 5500 filing for Rogerson Communities Retirement Savings Plan, reported by Rogerson Communities (EIN 04-2104319).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).